wealth_advisory_wealth_tax_loss_harvest
Run tax-loss harvesting for wealth advisory by analyzing holdings for unrealized losses, executing trades to realize losses, and maintaining intended asset allocation.
Instructions
Run the wealth_advisory domain agent action wealth_tax_loss_harvest.
Routes through the platform's domain-agent dispatcher under your JWT, tenant, and company scope.
Args: message: Free-text objective for the action. inputs: Optional JSON string of structured inputs for the action.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| inputs | No | {} | |
| message | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |